Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/15 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 70
- 較 2023 年第 1 季 +3
- 總值
- $2.00 億
- 較 2023 年第 1 季 +$1,216 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 64,153 | $1,244 萬 | 6.2% | +1,105+1.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,355 | $811.5 萬 | 4.1% | −389−4.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 16,858 | $790.7 萬 | 4.0% | −531−3.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 72,666 | $779.4 萬 | 3.9% | +561+0.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 60,803 | $727.8 萬 | 3.6% | −136−0.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 30,834 | $651.1 萬 | 3.3% | +227+0.7% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 12,749 | $600.0 萬 | 3.0% | −179−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,366 | $591.4 萬 | 3.0% | +1,136+7.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,815 | $540.0 萬 | 2.7% | −227−1.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 44,392 | $528.5 萬 | 2.6% | +805+1.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,540 | $502.4 萬 | 2.5% | +415+1.1% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 20,169 | $500.0 萬 | 2.5% | +12+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,440 | $486.4 萬 | 2.4% | +731+2.2% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 41,462 | $486.4 萬 | 2.4% | −31−0.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 40,180 | $463.7 萬 | 2.3% | +695+1.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,669 | $440.9 萬 | 2.2% | +439+3.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 47,161 | $421.1 萬 | 2.1% | +1,443+3.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 41,576 | $411.9 萬 | 2.1% | +253+0.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 95,564 | $407.9 萬 | 2.0% | +23,169+32.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 24,318 | $382.7 萬 | 1.9% | +671+2.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 58,708 | $375.4 萬 | 1.9% | +636+1.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 30,918 | $368.2 萬 | 1.8% | −591−1.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,591 | $354.9 萬 | 1.8% | +70+1.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,395 | $324.5 萬 | 1.6% | +89+0.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,043 | $303.8 萬 | 1.5% | −820−4.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 19,213 | $302.0 萬 | 1.5% | +285+1.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 41,923 | $279.8 萬 | 1.4% | +2,160+5.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,353 | $279.1 萬 | 1.4% | −144−1.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,731 | $272.9 萬 | 1.4% | −197−1.3% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 46,273 | $272.1 萬 | 1.4% | −451−1.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,422 | $268.7 萬 | 1.3% | −143−0.9% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 21,330 | $266.9 萬 | 1.3% | +95+0.4% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 31,389 | $261.6 萬 | 1.3% | +170+0.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 23,479 | $259.1 萬 | 1.3% | +314+1.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,268 | $256.9 萬 | 1.3% | +101+1.2% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 33,323 | $238.1 萬 | 1.2% | +328+1.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,529 | $235.7 萬 | 1.2% | −61−0.4% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 43,061 | $229.3 萬 | 1.1% | +800+1.9% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5,938 | $224.8 萬 | 1.1% | −115−1.9% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 19,096 | $223.1 萬 | 1.1% | −43−0.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 36,703 | $221.0 萬 | 1.1% | −100.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 16,751 | $221.0 萬 | 1.1% | +272+1.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 21,477 | $210.4 萬 | 1.1% | −140−0.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,498 | $188.7 萬 | 0.9% | −54−0.6% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 13,044 | $180.1 萬 | 0.9% | −367−2.7% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 31,377 | $179.8 萬 | 0.9% | −201−0.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 51,318 | $167.5 萬 | 0.8% | +1,150+2.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,760 | $130.0 萬 | 0.7% | −31−0.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 28,200 | $129.8 萬 | 0.6% | +1,807+6.8% | 加碼 | 歷史 |
| TKTeekay Corp Ltd | COM | 205,372 | $124.0 萬 | 0.6% | +2,659+1.3% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 9,585 | $111.0 萬 | 0.6% | +150+1.6% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,133 | $102.2 萬 | 0.5% | +115+1.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,319 | $58.1 萬 | 0.3% | −50−3.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 17,007 | $56.9 萬 | 0.3% | +798+4.9% | 加碼 | 歷史 |
| IOSPInnospec Inc. | COM | 5,216 | $52.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,473 | $50.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,095 | $49.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,887 | $47.8 萬 | 0.2% | −39−1.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,792 | $41.7 萬 | 0.2% | +42+1.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,365 | $37.3 萬 | 0.2% | +87+2.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 964 | $35.6 萬 | 0.2% | +312+47.9% | 加碼 | – |
| EIXEdison International | Stock | 5,112 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LEALear Corp | COM NEW | 2,295 | $32.9 萬 | 0.2% | −20−0.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,274 | $30.8 萬 | 0.2% | +594+7.7% | 加碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 1,778 | $27.3 萬 | 0.1% | +1,778 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,690 | $23.8 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 549 | $23.3 萬 | 0.1% | +549 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 504 | $23.0 萬 | 0.1% | −25−4.7% | 減碼 | 歷史 |
| VALValaris Ltd | CL A | 3,519 | $22.1 萬 | 0.1% | +40+1.1% | 加碼 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 20,100 | $5.59 萬 | <0.1% | +20,100 | 新進 | 歷史 |